AGENCY OWNER
Business basics are what makes an agency successful: number and quantity of referrals, closing rates, and follow-up. CardTapp improves my numbers. It’s as simple as that.
CardTapp clarifies the sales process. It gives you greater control. It helps you manage.
REFERRAL PARTNER
It used to be that I’d say “I told him to give you a call, that you were the best and would help him out. Did he call?” And when the answer was no, I’d feel bad – for everyone. No more. The CardTapp referral process is simple and reliable.
CardTapp offers a simple, reliable, mobile solution for referring partners. It captures names, phone numbers, and notes to the recruiter regarding the candidate.
LICENSED INSURANCE PROFESSIONAL
The prospects that have my personal CardTapp app close faster and more reliably. Really, it’s a simple as that. With CardTapp I’m in control. I know when people are interested, in what, and I know just what to focus on when I call.
CardTapp not only brings people into your sales funnel, it delivers real-time buying signals that help close business faster.
PROSPECT
I’ll stick with my insurance agent. I might be able to get a better price, but the service I get makes all the difference. Most of my questions are already answered right in her app. Connecting is always a click or two away.
The CardTapp Network Connector App is like digital assistant — an intelligent business card. It not only connects, it informs. Prospects, customers, and partners love it.
TALK TO SOMEONE FROM OUR TEAM TODAY
What our customers say:
We have a lot of clients who make payments through the app, and all of the buttons are customizable; so if we see a button isn’t getting used, we can switch it out for something more useful. I would definitely recommend getting the app.
Susan Wright
Aflac
Having my own app proves to my clients that I care and I’m available and willing to respond 24/7.
Bob Bleistein
Eastern Classic Coverage
I often get new business from consumers who complain that their last agent sold them a policy and they never heard from him again. This app elevates my practice to a category apart from other agents.
Lawrence Weiss
Insurance and Legacy Planning
CardTapp is an excellent 'one tap' place for your clients to go. Gives me peace of mind that they have all this information at their fingertips and you can customize it so easily to fit your wants. I LOVE CardTapp.
Lacey Saxton
EQUIS Financial
Let’s talk
We’d love to speak with you to discover if CardTapp is right for you. No hard sales, just an honest discussion with the goal of understanding if you’re someone we can help.
Let’s Get Going
Low-to-no risk. If you think we can help with your one-to-many events, lead management, or referral business, it’s easy to find out for sure. Let’s get started.
